Which companies discussed Small Modular Reactors in Industrials in earnings calls?
68 companies mentioned small modular reactors across 109 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Curtiss-Wright Corporation (7 calls), Amentum Holdings, Inc. (5 calls), Graham Corporation (4 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Small Modular Reactors |
|---|---|
| 2024Q3 | 17 |
| 2024Q4 | 29 |
| 2025Q1 | 24 |
| 2025Q2 | 21 |
| 2025Q3 | 28 |
| 2025Q4 | 32 |
| 2026Q1 | 20 |
| 2026Q2 | 30 |
| 2026Q3 | 3 |
Companies ranked by mentions
Representative quotes
…right to win there, and we're excited about what that trajectory looks like. And then maybe on the upside, the small modular reactors are probably moving faster than what I expected a year ago. And so you've seen GE Hitachi move forward into construction. There were…
…think your question is probably more about the commercial nuclear and maybe some of the growth in small modular nuclear reactors. . It's a potentially very interesting long term. We're working and the teams are working hard to build inroads into the developing supply chains of things…
…coming years. We are also seeing, by the way, in nuclear, a strong commercial momentum, especially in the U.S. concerning small modular reactors. Our innovation pipeline remains active. And on the M&A side, we completed the integration of Phasics, so a leader in wavefront sensing technology…
…hybrid warfare. In civil energy, we've seen tremendous progress actually, not just policy announcements, but genuine progress, orders being placed for small modular reactors, sites being identified, planning regulations being changed to speed up the deployment. Government gets a lot of criticism what it's not doing…
Frequently asked questions
What is Small Modular Reactors and why are companies discussing it?
Nuclear technology being procured by hyperscalers to power AI data centers — early-stage but high-signal.
Which company mentioned small modular reactors most in Industrials in the past year?
Curtiss-Wright Corporation (CW) led with 7 calls referencing small modular reactors, most recently on June 4, 2026.
How can I track small modular reactors mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related energy themes
Last updated: July 31, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (small modular reactor, smr, small modular reactor, small modular reactors). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.